Brad Ideas

Robocars & More

In discussion of the eventual cost of a robotaxi ride, I and others have forecast costs similar to the all-in cost of car ownership. Today that's 40 to 60 cents/mile (plus parking) and for a one person electric "city car" it can be under 20 cents. Note that in building these costs I am looking at the full retail cost today including:

I was asked by the New York Times to comment on what future city transportation plans should look like. In a short piece, they could not repeat all I said, so I will expand a bit here.

My main advice to cities is that nobody, including myself, has the exact answer on how transportation will look in 2030 or beyond. (They are making plans for 2030 and even 2040 now.) Because we can't know, my advice is to design to be flexible. Design to be able to change your mind.

When doing a road trip, I like to have a cooler in the back of the car. This lets you have cold drinks and snacks, and also means you can shop for things that need refrigeration, particularly things like cheese in Europe. You can buy groceries at any convenient time, even if you won't get to your hotel until later in the day.

Another big plus, when you stay in hotels that have no fridge, is that you get an in-room (literal) icebox.

Yesterday I wrote about the future of group tourism and made reference to the tourist robocar.

I hate tour groups. I hate the very rare times I am part of one, and I hate encountering them at tourist locations. And with few exceptions, I suspect most people also hate several aspects of them, other than perhaps when it's a group of family or friends. Like so much of the tourist world, I think there is immense room for improvement thanks to new communications and transportation technology.

For the second year at the Automated Vehicles Summit, we held a "Shark Tank" where there were 4 pitches on controversial ideas in robocars, and the 4 sharks (including myself) and the audience debated them. While these breakout sessions are on Chatham House Rules, I can certainly outline my own views.

Day two of AUVSI/TRB Automated Vehicle Summit

WEF studies Boston

Simulation and other studies were done by Boston Consulting Group for the World Economic Forum. Their study contains some interesting conclusions about shifts in urban traffic in several cities.

The AUVSI/TRB "Automated Vehicles Summit" kicked off this morning with a report from JD Power on consumer attitudes. I am very skeptical of all such surveys. They seem as useful as a survey from 2005 about what people would do with the iPhone after it comes out in 2 years. Such a survey would surely have reported almost nobody planned to get one or would use it in the ways people actually do.

The Tempe police released a detailed report on their investigation of Uber's fatality. I am on the road and have not had time to read it, but the big point, reported in many press was that the safety driver was, according to logs from her phone accounts, watching the show "The Voice" via Hulu on her phone just shortly before the incident.

Congress shall make no law, abridging the right of franchise of adult citizens of the United States, nor make any law affecting the exercise of franchise in a significant disproportionate way by supporters or opponents of any candidate, ballot question or aligned group of candidates, or members of any protected class of citizens (including but not limited to the ethnic groups, religions, sexes, income levels and sexual orientations.)

In my article about how advertising won't pay for robotaxi rides I hinted at one surprise source of the problem. Maybe advertising can never be very valuable.

Right now, the most popular type of advertising, makes about 60 cents for one hour of TV watching. This is with what's known as a $20 CPM (cost per thousand.) Thats 2 cents per ad shown to a person, and an hour of TV has around 15 minutes of ads, or 30 spots.

Yesterday I examined some of the details released by the NTSB about the Uber fatality. Now I want to dig deeper with speculation as to the why. Of course, speculation is risky, though I can claim a pretty good track record. When I outlined various possible causes of the incident just after it, I put 4 at the top. I figured that only one might be true, but it turned out that two were (Misclassification as a bicycle, and the car wanting to stop but being unable to actuate the brakes) though I did not suspect Uber deliberately blocked the car from doing hard stops. So I'll try my luck at speculating again.

The NTSB has released its preliminary report on the fatality involving the Uber prototype self driving car. The NTSB does not attempt to assign blame, but there are some damning facts in the report.

Most of the world was wowed by the Google Duplex demo, where their system was able to cold-call a hairdresser and make an appointment with her, with the hairdresser unaware she was talking to an AI. The system included human speech mannerisms and the ability to respond to the random phrases the hairdresser through back.

Most of the press reported a research report from UBS securities claiming Waymo is now worth $75B to Google because it is poised to dominate the robotaxi business. In addition to this, it claimed that business would be $1.2 trillion by 2030, with an additional $472 billion for "in car monetization." (Total Google revenue was $110 billion in 2017.)

Everybody loves a good secret conspiracy theory. Here's mine for North Korea. Of course, it is probably not true. But is it impossible?

Kim Jong-Un is a tyrant, perhaps the last of his kind, and living in the new modern era. With this Swiss education, unfettered access to the internet and a love of foreign media, what sort of mindset might he hold? We don't know a lot.

Even if you are not in California, you may have heard of Proposition 13 the ballot measure which changed property tax rules.

It was part of a tax revolt, and it changed how the value of your real estate is calculated for property taxes. As California property started zooming up in price, there were people who owned homes but had minimal incomes. They were facing growing tax bills even though they had not realized the gains on their house. Some were being forced out of houses they had lived in for decades, the story went.

The wake of Tesla's incident has caused a lot more questions about the concept of testing prototype robocars on public roads supervised by "safety drivers." Is it putting the public at risk for corporate benefit? Are you a guinea pig in somebody's experiment against your will? Is it safe enough? Is there another way?

I'm off in June to do some speaking in Europe. I'm flying to Milan in business class from San Francisco for $2,800 on UA and Air Canada, which is about the lowest price I've ever seen for biz class to Europe in summer on the major airlines. The coach fare can be as low as $600 for those not able to splurge. Let me tell you how to use these fares, even if it's not Italy you wish to visit.

As a customer, the pricing plans of the car rental companies baffle me. I mean I understand about the goals for differential pricing -- finding ways to charge richer customers more money -- but still, I find it very frustrating, and I am curious why one of the majors doesn't have the courage to break out of the current pricing models and win over customers.